Catalog Search by any field

Items in the Order Center may now be searched by any field entered by the user, including custom fields - not only Item code, UPC or name.

Go to Settings -> Transaction Type -> Views and Forms.

Open the Search section and edit the "Item Search" layout. The search fields refer to searching for items in the order center search box.

Add the fields you wish to search the order center by and Save. You'll now be able to search the Order Center by entering any values of these fields in the search box.

Geo Location Capture in background

The new Pepperi Workflows allow capturing the geo location of the user's device at any point during the Activity or Transaction (at any status). When adding this optional capture to your Workflow you may now indicate a "timeout" in ms , ensuring that Pepperi will wait only the indicated amount of time before continuing the Workflow. If a location is irretrievable for any reason, the Workflow will not stall, and continue to the next Action.

In the Capture Geo Location action enter the number of milliseconds to wait for a response before continuing to the next action. Set a value between 0 - 9999 ms. If a location is reached sooner than the indicated time, the workflow will continue immediately. If a location is not received within the indicated time, it will continue to be retrieved in the background.

Alternative Activity Forms

Multiple forms for each Activity type can now be displayed depending on the user’s requirements.

Sales rep users filling in a Store audit form on-site, require a longer form than managers do. Segment the form displayed based on the user’s profile.

A certain response on a customer feedback form may warrant additional details, while other responses do not. Define additional pages that pop up conditionally, based on previously entered values.

The forms are easily created and segmented using the Activity Forms tab and the new Workflows.

The new Activity Forms tab includes the default Activity Form, Activity Planning Form and the PDF layout form, with the ability to add as many additional forms you need to be displayed only when the required status is reached.

You may also create different forms per profile, and display them accordingly.

In the example above, additional versions of the Store Audit form such as Manager Audit, Standard Store Audit and a Store Audit Dispute form were added.

The Activity begins on the Standard Store Audit form, and then depending on the role of the user may continue to the Manager Audit form. If the dispute box is checked by the user on the Manager form, then the Dispute Form will be displayed. If it is not checked, it won’t be displayed and the Activity Workflow ends.

To select a form to display for a Status in the Workflow click on the new edit button inside the status box:

Select the form to display for this status:

To segment forms by Profile toggle the Workflow to the “Table” view and assign each profile the actions relevant to it. Profiles without access to certain actions, will skip that step in the workflow and transition to the next assigned action.

In this example, the Rep starts with the Standard form, however does not have access to the Manager Form action, and will skip directly to the Dispute Form if it is indicated as required - if not the Workflow will proceed to Email Notification.